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Cleary Gull’s Oracle ORCL Stock Holding History

Cleary Gull’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$23K Buy
+540
New +$23.4K 0.02% 47

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Cleary Gull's ORCL Position: Q1 2015 in Review

Cleary Gull opened a new position in Oracle (ORCL) in Q1 2015: 540 shares worth $23K. The stake represents 0.02% of the portfolio and ranks #47 among its holdings.

1,561 funds tracked by Wall St. Rank hold ORCL as of Q1 2015.

  • Cleary Gull held 540 shares of Oracle worth $23K as of Q1 2015.
  • Oracle was a new Cleary Gull position in Q1 2015.
  • Oracle made up 0.02% of Cleary Gull's portfolio in Q1 2015, its #47 holding.
  • 1,561 funds tracked by Wall St. Rank held Oracle as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.